Estate Planning Synergy Target Wealth by Design Group for partnerships that expand estate planning and asset protection services to high-net-worth clients seeking integrated advisory coordination with accountants and attorneys.

Integrated Planning Position as a strategic partner to offer comprehensive retirement, investment, and business owner planning, leveraging their four-pronged service model to upsell ongoing advisory engagements.

Technology Enablement Leverage their tech stack usage (eMoney, analytics, cloud/CDN) to propose scalable digital planning tools and data-driven client experiences that can be co-branded or white-labeled for efficiency.

Mid-Size Growth With revenue in the 10–25M range and a lean team, target firms with complementary services to accelerate joint marketing, referrals, and cross-sell opportunities while maintaining service quality.

Compliance Focus Acknowledge regulatory positioning (FINRA/SIPC) and offer compliant, collaborative financial technology or product offerings that fit within broker-dealer guidelines to reduce risk in partnerships.